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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,210 | $154,228+114.8% | $145,433+127.7% | $137,256+141.3% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 21.40% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $15,849 | $4,804+229.9% | $4,554+248.0% | $4,156+281.4% |
| Participant deferral / active EE | $12,759 | $8,216+55.3% | $7,897+61.6% | $6,407+99.2% |
| Admin fee / account holder | $3,542 | $14,344-75.3% | $13,129-73.0% | $12,270-71.1% |